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First Trust Value Line Dividend Fund

510 hedge funds and large institutions have $7.98B invested in First Trust Value Line Dividend Fund in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
510
Holders Change
+30
Holders Change %
+6.25%
% of All Funds
8.23%
Holding in Top 10
71
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+31.48%
% of All Funds
1.15%
New
70
Increased
199
Reduced
163
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FPWM
101
FSB Premier Wealth Management
Iowa
$8M +$696K +17,438 +10%
WWM
102
Western Wealth Management
Colorado
$7.8M -$4.98M -124,799 -39%
AO
103
Advisor OS
Illinois
$7.75M -$1.27M -31,918 -14%
GWA
104
GGM Wealth Advisors
Maryland
$7.71M -$898K -22,045 -10%
AF
105
Allworth Financial
California
$7.45M -$1.1M -27,507 -13%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$7.42M +$182K +4,569 +3%
FNWM
107
Financial Network Wealth Management
Utah
$7.4M +$482K +12,071 +7%
PAG
108
Private Advisor Group
New Jersey
$7.28M +$63.1K +14,150 +0.9%
BFS
109
Bickling Financial Services
Massachusetts
$7.26M -$89.2K -2,234 -1%
AWE
110
Avidian Wealth Enterprises
Texas
$6.93M -$4.79M -119,949 -41%
OC
111
Oppenheimer & Co
New York
$6.76M +$216K +5,420 +3%
MFG
112
Mainsail Financial Group
Washington
$6.75M +$6.75M +167,911 New
FCB
113
First Command Bank
Texas
$6.63M -$1.01M -25,252 -13%
FCFS
114
First Command Financial Services
Texas
$6.63M -$1.01M -25,252 -13%
PA
115
PFG Advisors
Arizona
$6.45M +$382K +9,581 +6%
DFA
116
DHJJ Financial Advisors
Illinois
$6.17M -$362K -9,054 -6%
FFS
117
Founders Financial Securities
Maryland
$6.1M +$366K +9,169 +6%
FA
118
Flagstar Advisors
New York
$6.05M -$320K -8,027 -5%
IF
119
Integrity Financial
Wyoming
$6.05M -$123K -3,091 -2%
KCFA
120
Key Client Fiduciary Advisors
New Jersey
$5.94M +$324K +8,108 +6%
CAAS
121
Capital Asset Advisory Services
Michigan
$5.87M -$1.81M -45,204 -24%
GWM
122
Geneos Wealth Management
Colorado
$5.69M +$670K +16,784 +13%
SFWC
123
Strategic Family Wealth Counselors
New Jersey
$5.56M +$30.7K +770 +0.6%
CA
124
Claro Advisors
Massachusetts
$5.51M +$12.4K +310 +0.2%
BG
125
Benedetti & Gucer
Georgia
$5.45M -$133K -3,327 -2%